AI Customer Journey Assessment | Shannon Baird

AI Customer Journey Assessment

Discover where you're losing ideal clients in your customer journey

1What type of heart-centered business do you run?

🌿 Wellness coach
✨ Spiritual entrepreneur
🎨 Creative service provider
🩺 Health practitioner
💼 Consultant/Coach
🌟 Other heart-centered business

2What's your current monthly revenue?

🌱 Just starting ($0-$1K)
📈 Growing ($1K-$5K)
🚀 Scaling ($5K-$15K)
💎 Established ($15K+)

3How long does it take someone to go from discovering you to becoming a client?

⚡ Days
📅 Weeks
🗓️ Months
🎲 It varies wildly

4What percentage of your social media followers actually become clients?

🤷‍♀️ I have no idea
📉 Less than 1%
📊 1-5%
📈 More than 5%

5Which marketing task takes you the MOST time each week?

📝 Creating content
📧 Writing emails
📱 Social media management
💬 Client communication

6What's your biggest fear about using AI in your business?

🤖 It will sound robotic
💔 I'll lose my authentic voice
🧩 It's too complicated
👀 My clients will know

7How do most of your current clients find you?

📱 Social media
👥 Referrals
🔍 Search engines
🤝 Networking/events

8What's your biggest marketing challenge right now?

🔍 Getting discovered
💰 Converting followers to clients
🔥 Scaling without burning out
📝 Creating consistent content

9Have you ever tried marketing automation before?

❌ Never
😞 Tried but failed
📧 Basic level (email sequences)
🚀 Advanced user

10What does "scaling without selling your soul" mean to you?

💎 Growing revenue while staying authentic
❤️ Helping more people without losing personal touch
⚖️ Building systems that honor my values
🤔 I'm not sure

11How much time do you currently spend on marketing weekly?

⏰ 0-5 hours (too little)
✅ 5-15 hours (manageable)
😰 15-25 hours (overwhelming)
🔥 25+ hours (unsustainable)

12What would change in your business if you had a systematic customer journey that ran automatically?

👥 More time for clients
💰 Predictable revenue
😌 Less marketing stress
📈 Ability to scale
✨ All of the above
85
AI Readiness Score
Strategic Scaling Candidate
You're ready for systematic growth with the right guidance

What Your Score Means:

Your assessment reveals that you have solid business foundations and are ready to implement systematic approaches to scale your impact. You understand the value of authentic marketing but need the right tools and strategies to automate your customer journey without losing your personal touch.

Your Customer Journey Status:

You have some elements of a customer journey in place, but there are gaps in your systematic approach that are costing you clients and revenue. With the right AI-powered systems, you could dramatically improve your conversion rates while maintaining authenticity.

Your Top 3 Priority Actions:

  • Map your complete customer journey from awareness to advocacy
  • Implement AI-powered email sequences that sound authentically like you
  • Create systematic content that nurtures prospects through each stage

Ready to Build Your AI-Powered Customer Journey?

Your complete assessment results and detailed blueprint have been sent to your email. Check your inbox for the full customer journey framework, AI prompts, and implementation guide.